OppenheimerFunds Launches CEO Advisor Institute App

The new OppenheimerFunds CEO Advisor Institute leverages a
mobile app and live support to give advisers an edge in their client service strategies.

“We are committed to taking a consultative approach to
serving our clients,” says John McDonough,
head of distribution for OppenheimerFunds. “Recognizing the complexity that advisers
face today, we designed the CEO Advisor Institute curriculum to help clients
manage their sophisticated practices and deliver meaningful advice and
extraordinary service.”

OppenheimerFunds says the adviser training solution was built in response to a
variety of economic and technological needs advisers face. The CEO Advisor
Institute program includes modules on “Compelling Conversations,” “Professional
Practice,” and “Constructing and Managing a Synergistic Team,” all available through
the app.

“Advisers can also leverage OppenheimerFunds’ Compelling
Wealth Management Conversations program,” McDonough says, “which provides the
philosophical framework, historical context, and timely market insights to calm
investors’ fears and keep them buckled in to their long-term plans. The app
brings to life the dynamic and actionable business development tools and videos
within the CEO Advisor Institute program.”

Other features of the program
will help advisers “diagnose, enhance, and refine the structure of their
practice; construct, manage, and lead a synergistic and unified team of
professionals; and create a unique and personalized service model that attracts
and retains their best clientele.”